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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: idahoranch1 who wrote (59135)	12/21/2020 11:48:45 AM
From: bodish	Respond to of 63324

Thanks Idaho. This is an interesting article. The upshot of the article is that Roche is going to buy out Gilead, that Gilead and Roche are already collaborating/conspiring on a merger behind the scenes, and that the investment banks are manipulating Gilead stock price to keep it artificially low. Does anyone who follows Gilead and Roche have an opinion about this? Best wishes to all for the coming year.

To: idahoranch1 who wrote (59135)	12/21/2020 2:36:10 PM
From: Stanley Lake 92	Respond to of 63324

Wish I had half that nostalgia :). I do have a few hundred shares of GILD. It’s been a pick of some analysts including one recent award winner (whose name I have forgotten). Did grab a little more today at near 52-week low and mid-4s dividend. Also, as for small cap bios, SESN has been my recent play. Filed for BLA today and sold off after a nice run up (bladder cancer Rx). Bought more.

To: idahoranch1 who wrote (59135)	12/21/2020 3:02:20 PM
From: allatwwk	4 Recommendations Recommended By chandler27 idahoranch1 Stanley Lake 92 summer_sky Respond to of 63324

Idaho, nice to be able to consider a $300,000 position "nostalgia". I can't say I'm in the same situation, but I'm not complaining. My only Trodelvy exposure at the moment is via shares of Royalty Pharma. As for Trodelvy, I explain it this way. There's a chance this is the next Keytruda. More likely, it is Keytruda-lite. Which means it is both a blockbuster business and a drug helps a huge number of people. As for Gilead, I do think it is pretty attractive at this level. My sense, and its nothing more than that, is Gilead is trying to figure out what they want to be. What does this mean? It means they'll acquire assets in fields that fit their core and get rid of assets which do not fit their core. I suspect Gilead wants to become a very major player in oncology and IMMU is a big step in that direction. Does this mean they'll sell certain business units (Descovy, for example)? They could. There is no reason to sell anything at a discount, there's time to wait for the right sort of offer. But if they are 'sharpening their focus', selling some things makes sense. I think oncology tends towards higher P/E ratios. When I look at what Gilead does now, the phrase mishmash comes to mind. I suspect the CEO is going to change this. Is Gilead a buyout candidate? Sure. But its a big gulp for anyone who wants it. Is Roche the top candidate to buy Gilead? No idea, but the list is short. That said, I can also see Gilead in a 'merger of relative equals' situation. One name which comes to mind -- Seagen (formerly Seattle Genetics).

To: idahoranch1 who wrote (59135)	12/23/2020 6:24:44 PM
From: sysiphus	2 Recommendations Recommended By idahoranch1 Olecranon Respond to of 63324

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